Advance your career as a High-Net-Worth Portfolio Strategist at IG Wealth Management, specializing in client portfolio analysis. Experience a team-oriented hybrid work environment.In this pivotal role, you will provide critical portfolio analysis and support for Advisors serving high-net-worth clients with investments exceeding $500,000. Your insights will help guide investment decisions through the meticulous use of analytical tools like Eikon and Morningstar.



Collaborate within a dynamic team focused on enhancing client satisfaction and portfolio effectiveness.Key Responsibilities:Perform in-depth portfolio assessments for high-value clientsConduct client discovery and analysis meetings with AdvisorsPrepare strategic recommendations and presentations for clientsAttend key client meetings regarding significant portfoliosProvide essential training for the National Sales TeamsRequirements:Seven years in the securities field with relevant analysis experienceSecure a valid Securities License promptlyHold a finance-related university degree or equivalentStrong proficiency in investment analysis softwareExcellent written and verbal communication in French and EnglishUtilize your analytical skills to transform client investment strategies at IG Wealth Management.

📌 Hnw Portfolio Strategist At Ig Wealth (Toronto)
🏢 CPP Investments
📍 Toronto